Betterment LLC
CAT icon

Betterment LLC’s Caterpillar CAT Stock Holding History

Betterment LLC’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$353K Buy
498
+112
+29% +$77.6K ﹤0.01% 502
2025
Q4 		$221K Buy
+386
New +$215K ﹤0.01% 537
2025
Q1 		– Sell
-4,528
Closed -$1.64M – 463
2024
Q4 		$1.64M Sell
4,528
-11
-0.2% -$4.27K ﹤0.01% 216
2024
Q3 		$1.77M Buy
+4,539
New +$1.57M ﹤0.01% 196

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC's CAT Position: Q1 2026 in Review

Betterment LLC increased its Caterpillar (CAT) stake by 29% in Q1 2026, buying an estimated $77.6K and bringing the position to 498 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Betterment LLC first reported a position in CAT in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.77M in Q3 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Betterment LLC held 498 shares of Caterpillar worth $353K as of Q1 2026.
  • Betterment LLC bought 112 Caterpillar shares in Q1 2026, an estimated $77.6K.
  • Caterpillar made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #502 holding.
  • Betterment LLC first reported a position in Caterpillar in Q3 2024 and has held it in 4 quarters since.
  • Betterment LLC's Caterpillar position peaked at $1.77M in Q3 2024.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.